When working with the Infor CRM SData REST API from a .NET application or website, there are a few different choices for libraries you can use to make the SData code easier. The original library was called the SDataCSharpClientLib, which I have written about previously. However, the SDataCSharpClientLib was replaced with the newer DotNetSDataClient library. […]

A new version of the Mobile Developer Toolkit is available with support for all Infor CRM Mobile versions, including 3.5. Use this tool to set up new mobile development environments and create new customization modules! For more information see this article: Introducing the Saleslogix Mobile Developer Toolkit Download the Mobile Developer Toolkit: http://www.cfxconnect.com/applications/SalesLogixMobileDeveloperTools/ See the […]

I had the need to call a business rule in Infor CRM from a stored procedure in SQL. This turned out to be a relatively easy task, although you want to make sure you think through what you’re doing for this to not introduce performance problems in SQL. Keep in mind, sometimes SData requests can […]

Adding support for attachments to a custom entity in Infor CRM Web is a pretty simple task as long as you know what the steps are. Luckily, the out of the box attachments SmartParts is built in a way to make it work with new custom entities without customization. It takes only 2 easy steps. […]

Kris wrote previously about a change you can make to allow using QuickForms in Web Browser controls. That change is a necessary one to make, however, there is one more change you must make if you’ll be using QuickForms in the Web Browser control that you will be showing as a dialog. When the form […]

Usually when you create custom Javascript or CSS stylesheet files for Infor CRM, you have to modify the master pages to load your scripts or stylesheets. The problem with this is that you’ve now touched one more thing that you need to worry about in an upgrade. There’s a lot of stuff going on in […]

Importing data into Infor CRM (Saleslogix) is a task that is typical for any system. However, sometimes the custom format table ID values are a roadblock in using standard, or widely used tools to do the job. In this article I will look at creating a simple data import using SQL Server Integration Services (SSIS) […]

When associating a related asset to a ticket in the Infor CRM Web Client (Saleslogix), the out of the box behavior will show all assets in the system in the lookup to select an asset. This doesn’t make a whole lot of sense for most people since they usually want to relate an asset that […]

I recently had a client that needed to use server-side code to export a report to a PDF and add as an attachment to a record. There’s some tricky code to do this, so I decided to wrap it up in a reusable and open source assembly. Take a look at the open source FX.ReportUtility […]

In my previous article I discussed using the ClientContextService to pass values from client-side code to a server-side C# action. We will use that idea here to allow a server-side C# action to know which rows are selected in an Editable Grid. The Editable Grid control in Infor CRM isn’t an ASP.NET control. Instead, it […]

There are more and more parts in Infor CRM (Saleslogix) that use client-side code, however, the application itself does still rely heavily on C# server-side actions in postbacks for most of the heavy work. Mixing the two worlds can sometimes be necessary to have things work seamlessly. Passing values from your client-side code to the […]

The Account Associations tab in Infor CRM is made of a custom SmartPart that contains an SData DataGrid. Usually, when working with an SData Grid in Application Architect, you have editors that help you set up the columns and elements of the grid. However, since this is a custom SmartPart, you’ll need to edit the […]

It’s a common scenario where an Infor CRM server in the DMZ needs to communicate with the Infor CRM application server and SQL server inside the network. In these cases, usually there is a need to open the necessary ports to allow the communication from the server in the DMZ to the servers inside the network. You can […]

Many of the controls in Infor CRM (Saleslogix) are composite controls. This means, that a single control you add to a quickform, such as a picklist, address control, date picker, etc, are rendered on the web as multiple controls that make up that single control. On top of that, many of these controls are transformed […]

I’ve posted previously about how you can change the Dijit control type of the ComboBox to give it different functionality or behavior. See Creating a Searchable & Filterable ComboBox in Infor CRM In that post, I showed how to change the ComboBox’s data-dojo-type attribute to change it from a normal ComboBox to a filterable & searchable […]

If you need to open a new browser window or tab to an external website from a C# Code Snippet in Infor CRM (Saleslogix) Web, which is server-side code, you can easily create Javascript and add it to the page so it executes when the post back that fired the C# Snippet completes. In the […]

It’s an easy task to open an external website from the navigation (left nav area) or menus in Infor CRM (Saleslogix). One thing that is often overlooked it the ability to add Javascript as the URL property for navigation/menu items. If you want to open an external website, simply add some Javascript like the following […]

The Lookup Results Group in Infor CRM displays a list of records matching a particular set of conditions. Typically, the user performs a search and the search conditions set the results of the Lookup Results group. However, it is possible to programmatically set these conditions at runtime. Kris Halsrud previously wrote about setting the Lookup Results based […]

We received a tip from a customer (Rob Seiwert at Video Corporation of America) last week that is worth passing along. This tip will improve the performance of your Infor CRM (Saleslogix) Web and reduce the initial load time after periods of inactivity, after a server reboot, or after a new deployment has been performed. Pre-Compiling and […]

Binding controls in Infor CRM (Saleslogix) Web forms will also automatically disable controls based on field level security for the current user. But what if you want to override that behavior? You might want to still allow a user to add data into those controls on an insert screen even though they would normally be […]